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1. Report Libraries

   Last Updated: 29/07/2025 in Libraries Available Libraries
   Summary This page documents how to specify the report templates you want to use for sending statements and invoices within the system. Report Templates can be viewed at the bottom of this page. Details Report Mapping Standard default templates...

2. Creating Templates

   Last Updated: 18/07/2025 in Document Management Creating, Generating & Editing
   Summary Templates can be imported into Merlin as .docx files (Documents created through Microsoft Word). Once imported, these documents can then be used as a system template. Documents can be imported by any of the Document Template screen...

3. Merlin Essentials

   Last Updated: 11/07/2025 in Cheat Sheets Quick Reference Workflows & Tools
   This sheet contains basic Merlin guidance for frequently used areas that could be useful for new users. Frequently Used Screens Reception = User to register and modify Client/Patient details. Diary = Used to book and manage appointments. ...

4. Buying Group Import

   Last Updated: 16/07/2025 in Code Entry Code Maintenance
   Summary This feature provides the ability to import a CSV file which contains the Net-Net and Net-Net-Net discount percentage provided by a Buying Group. Note: Pricing will only import for codes that are in your Code Maintenance and will o...

5. Add a Code

   Last Updated: 16/07/2025 in Code Entry Code Maintenance
   Summary Code items can be added through the 'Code Maintenance' screen for both stock and non-stock items. Merlin has pre-set defaults for what treatment types are stock versus non-stock. This can be viewed and managed within the Treatment Type...

6. IDEXX VetConnect+

   Last Updated: 12/08/2025 in Labs Lab Integrations
   If you are still using the Idexx Interlink module, please contact our support team to enable the Idexx Vet Connect+ workflow for an improved experience for both internal & external workflows. Summary Merlin integrates with VetConnect PLUS whic...

7. Payments

   Last Updated: 14/07/2025 in Accounts Transactions
   The Payments button can be accessed via the Reception, Treatment and Day list Screens. The behaviour of the 'Payments' button is defined by the system setting 'Payment action navigates to accounts'. If this setting is un-ticked, the system...

8. Configuration of Invoices and Statements

   Last Updated: 14/07/2025 in Finance Finance Tools
   Summary This page of the manual is a guide to the system administration of the Finance screens. These screens have several system administration tasks which allow the screen to be customised to your practice and clients needs. Details Configura...

9. User Roles

   Last Updated: 31/07/2025 in System Users
   Summary User Roles are security permissions that can be assigned/unassigned to users according to job roles. By default a practice will begin with Actions/Folders for Administrator, Manager & Receptionist.   A practice can then create their own ...

10. Create a New User

    Last Updated: 15/07/2025 in Top Tips
    Create a New User To create a new user, navigate to Administration > System > Security. 2. Click 'Add' on the right hand side and you'll be presented with the new user workflow.   User Name  = The name the user will log in as. Pass...

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